ESOP · DOL Form 5500 · 2023

Aero Instruments & Avionics, Inc. ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
98
Participants Small participant base
79th
Percentile by assets National rank
$294,972
Avg per participant High balance/head
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Official DOL plan name: Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan · Sponsored by Aero Instruments & Avionics, Inc. · New York · Manufacturing

$29M in assets, 98 participants

Aero Instruments & Avionics, Inc.'s Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan reported $29M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #13,186 in Manufacturing (18,722 peers)

Where Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan sits by assets

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $29M for 98 participants (~$294,972/participant), up 24.7% in 2023.

#13,186
in Manufacturing (18,722 peers)
+24.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan's outsized position by total assets

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$28,907,233 Top 21% higher than 79% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan reported participants rose from 90 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160961901 · Aero Instruments & Avionics, Inc. PY 2023 · ESOP

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan · $29M · 98 · 79th

  • VS-ST $29M
  • BOY 98
  • SCH 79th
  • EBSA ESOP
  • PART near Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan
  • TYPE ind #13186

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in New York →

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Weston & Sampson, Inc. Employee Stock Ownership PlanWeston & Sampson, Inc. Emplo…$29MLarson Design Group Employee Stock Ownership PlanLarson Design Group Employee…$29MAero Instruments & Avionics, Inc. Employee Stock Ownership PlanAero Instruments & Avionics,…$29MAvery W. Hall Insurance Agency, Inc. Employee Stock Ownership PlanAvery W. Hall Insurance Agen…$29MFox Valley Fire & Safety Co., Inc. Employee Stock Ownership PlanFox Valley Fire & Safety Co.…$29M
End-of-year total assets ($M) among Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN160961901
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aero Instruments & Avionics, Inc.)

Sponsor-wide plan assets over time

All Aero Instruments & Avionics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 111.76362265514521% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $35.4M $75M ▲ +111.8%
Year Plans Participants Total Assets
2022 2 178 $35M
2023 2 191 $43M
2024 2 182 $75M

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan, Total assets ($M): 28.907233 · Participants: 98Aero Instruments & Avionics, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan in MD ($29M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan grew sharply - up 24.7% during 2023, from $23M to $29M. Reported net income was $6M.
How have Aero Instruments & Avionics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aero Instruments & Avionics, Inc.'s sponsor-wide assets grew 111.8%, from $35M to $75M.
Where does Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan in MD ($29M, 49 participants).
Which ESOP plans cover a similar participant headcount to Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160961901.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.